Semiconductor News & Analysis Feed
213 articles
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
SK hynix Inc., the world’s largest supplier of HBM memory, today filed to list its shares on the Nasdaq stock exchange.
The South Korean company hopes to sell up to 17.79 million shares for $29.4 billion. The public offering is expected to be the second-largest on record after the recent listing of SpaceX Corp., which raised $85.7 billion.
SK hynix produces more than half of the world’s HBM memo
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
news.google.com
2026-06-25
Stock Titan
2026-06-25
eciks.org
2026-06-25
eciks.org
Micron reports Q3 earnings tonight as AI demand fuels record growth
Published on 24 June 2026 at 2:18 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 729 times
© Micron reports Q3 earnings tonight as AI demand fuels record growth
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Micron Technology reports its fiscal third-quarter earnings tonight after market close, with Wall Street bracing for record-breaking
2026-06-24
www.forbes.com
2026-06-24
Forbes
BREAKING
BUSINESS
South Korea’s SK Hynix Plans $29 Billion U.S. Debut
ByTy Roush,
Forbes Staff.
Ty Roush is a breaking news reporter based in New York City.
Follow Author
Jun 24, 2026, 09:06am EDT
TOPLINE
SK Hynix, the world’s third-largest memory chipmaker, announced on Tuesday it planned to raise $29 billion on the Nasdaq, marking the South Korean giant’s U.S. trading debut in what could be
2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
www.ft.com
2026-06-24
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
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2026-06-23
www.tradingview.com
2026-06-23
TradingView
News
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GuruFocus
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Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Less than 1 min read
MU
−13.18%
KOSPI
+3.26%
Micron stock
MU
plunged sharply in premarket trading Tuesday as a broad selloff in South Korea's semiconductor giants spilled over into global memory-chip names.
Micron
MU
dropped about 7% ahead of th
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
3 Chip Supplier Stocks For AI Demand And P E Risk
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
www.kedglobal.com
2026-06-21
KED Global
Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
A researcher in a Samsung Electronics chip cleanroom Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming arti
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung